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Tuesday 3 September 2024
Speculation grows on HiSilicon's production capacity amid SMIC's evolving revenue trends
Huawei's HiSilicon Full-Connection Conference is scheduled for September 9 in Shenzhen, just one day before Apple's annual iPhone launch event. While the timing's intent remains unclear,...
Tuesday 3 September 2024
Japanese semiconductor equipment makers expect reduced revenue share from China amid rising investment elsewhere and import substitution
Japanese semiconductor equipment manufacturers have experienced a significant revenue boost from China. However, with rising semiconductor investments in other markets like India,...
Tuesday 3 September 2024
ITE Tech optimistic about PD chip shipments in 2025
Taiwanese IC design firm ITE Tech has reported higher-than-expected gross margins in the second quarter of 2024, despite facing pressure to reduce prices and potential exchange rate...
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI ap...
Monday 2 September 2024
Intel Gaudi 3 welcomes first major cloud customer with adoption from IBM Cloud
Starting in early 2025, IBM Cloud will allow customers to use Intel's latest Gaudi 3 AI accelerators. This marks the first publically known, major cloud industry customer for Gaudi...
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
Monday 2 September 2024
LG Electronics to move beyond home appliances, eyes growth potential in B2B business
LG Electronics CEO William Cho has announced that by 2030, 52% of the company's revenue and 76% of its profits will come from the business-to-business (B2B) sector. Subscription services,...
Monday 2 September 2024
Seoul Semiconductor confident in MicroLED patent portfolio
Seoul Semiconductor and its subsidiary Seoul Viosys recently released their financial results for the second quarter of 2024. CEO Chung-Hoon Lee emphasized the competitiveness of...
Friday 30 August 2024
Samsung's foundry service growth hinges on AI, HPC, and automotive sectors
As the global semiconductor foundry market shows signs of recovery, Samsung Electronics continues to trail significantly behind sector leader TSMC in market share. Additionally, it...
Friday 30 August 2024
Global OSAT industry, 2024

Introduction

Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Friday 30 August 2024
Giantplus pushing more applications for in-house developed OTFT backplane
Taiwanese panel manufacturer Giantplus Technology is actively developing applications using its organic thin-film transistor (OTFT) backplanes, such as smart wearables and medical...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
Huawei reports strong 34.3% revenue growth in 1H24, targets ambitious CNY800 billion for the year
On August 29, Huawei announced its 2024 first-half financial results, showing a robust 34.3% year-on-year revenue increase to CNY417.5 billion (US$58.83 billion), with a net profit...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research